Civic Intelligence

Castle Rock Associates Inc.

Plan context: Castle Rock Associates Inc. Pension Plan

EIN 20-4999302 • Portland, OR • 14 filings • 1 plans

830 NE Holladay St. C/O WeworkPortland, OR 97232
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$5,583,473

2024 Contributions

$384,393

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,583,473$2,791,737$0201120182024YearValue
$5,583,473Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

31160201120182024YearValue
31Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024131$5,583,473$384,393$12,400iApproximate average salary by contribution assumption: employee only about $309,994 at 4% or $206,663 at 6%; with 50% employer match about $206,663 at 4% or $137,775 at 6%; with 100% employer match about $154,997 at 4% or $103,331 at 6%.
Castle Rock Associates Inc. Pension Plan-31$5,583,473$384,393$12,400iApproximate average salary by contribution assumption: employee only about $309,994 at 4% or $206,663 at 6%; with 50% employer match about $206,663 at 4% or $137,775 at 6%; with 100% employer match about $154,997 at 4% or $103,331 at 6%.
2023119$4,714,341$332,470$17,498iApproximate average salary by contribution assumption: employee only about $437,461 at 4% or $291,640 at 6%; with 50% employer match about $291,640 at 4% or $194,427 at 6%; with 100% employer match about $218,730 at 4% or $145,820 at 6%.
Castle Rock Associates Inc. Pension Plan-19$4,714,341$332,470$17,498iApproximate average salary by contribution assumption: employee only about $437,461 at 4% or $291,640 at 6%; with 50% employer match about $291,640 at 4% or $194,427 at 6%; with 100% employer match about $218,730 at 4% or $145,820 at 6%.
2022125$3,779,358$306,112$12,244iApproximate average salary by contribution assumption: employee only about $306,112 at 4% or $204,075 at 6%; with 50% employer match about $204,075 at 4% or $136,050 at 6%; with 100% employer match about $153,056 at 4% or $102,037 at 6%.
Castle Rock Associates Inc. Pension Plan-25$3,779,358$306,112$12,244iApproximate average salary by contribution assumption: employee only about $306,112 at 4% or $204,075 at 6%; with 50% employer match about $204,075 at 4% or $136,050 at 6%; with 100% employer match about $153,056 at 4% or $102,037 at 6%.
2021126$4,382,180$281,959$10,845iApproximate average salary by contribution assumption: employee only about $271,114 at 4% or $180,743 at 6%; with 50% employer match about $180,743 at 4% or $120,495 at 6%; with 100% employer match about $135,557 at 4% or $90,371 at 6%.
Castle Rock Associates Inc. Pension Plan-26$4,382,180$281,959$10,845iApproximate average salary by contribution assumption: employee only about $271,114 at 4% or $180,743 at 6%; with 50% employer match about $180,743 at 4% or $120,495 at 6%; with 100% employer match about $135,557 at 4% or $90,371 at 6%.
2020124$3,794,571$246,018$10,251iApproximate average salary by contribution assumption: employee only about $256,269 at 4% or $170,846 at 6%; with 50% employer match about $170,846 at 4% or $113,897 at 6%; with 100% employer match about $128,134 at 4% or $85,423 at 6%.
Castle Rock Associates Inc. Pension Plan-24$3,794,571$246,018$10,251iApproximate average salary by contribution assumption: employee only about $256,269 at 4% or $170,846 at 6%; with 50% employer match about $170,846 at 4% or $113,897 at 6%; with 100% employer match about $128,134 at 4% or $85,423 at 6%.
2019123$3,323,396$239,153$10,398iApproximate average salary by contribution assumption: employee only about $259,949 at 4% or $173,299 at 6%; with 50% employer match about $173,299 at 4% or $115,533 at 6%; with 100% employer match about $129,974 at 4% or $86,650 at 6%.
Castle Rock Associates Inc. Pension Plan-23$3,323,396$239,153$10,398iApproximate average salary by contribution assumption: employee only about $259,949 at 4% or $173,299 at 6%; with 50% employer match about $173,299 at 4% or $115,533 at 6%; with 100% employer match about $129,974 at 4% or $86,650 at 6%.
2018118$2,525,912$205,353$11,409iApproximate average salary by contribution assumption: employee only about $285,213 at 4% or $190,142 at 6%; with 50% employer match about $190,142 at 4% or $126,761 at 6%; with 100% employer match about $142,606 at 4% or $95,071 at 6%.
Castle Rock Associates Inc. Pension Plan-18$2,525,912$205,353$11,409iApproximate average salary by contribution assumption: employee only about $285,213 at 4% or $190,142 at 6%; with 50% employer match about $190,142 at 4% or $126,761 at 6%; with 100% employer match about $142,606 at 4% or $95,071 at 6%.
2017114$2,713,701$181,234$12,945iApproximate average salary by contribution assumption: employee only about $323,632 at 4% or $215,755 at 6%; with 50% employer match about $215,755 at 4% or $143,837 at 6%; with 100% employer match about $161,816 at 4% or $107,877 at 6%.
Castle Rock Associates Inc. Pension Plan-14$2,713,701$181,234$12,945iApproximate average salary by contribution assumption: employee only about $323,632 at 4% or $215,755 at 6%; with 50% employer match about $215,755 at 4% or $143,837 at 6%; with 100% employer match about $161,816 at 4% or $107,877 at 6%.
2016117$2,325,890$152,279$8,958iApproximate average salary by contribution assumption: employee only about $223,940 at 4% or $149,293 at 6%; with 50% employer match about $149,293 at 4% or $99,529 at 6%; with 100% employer match about $111,970 at 4% or $74,647 at 6%.
Castle Rock Associates Inc. Pension Plan-17$2,325,890$152,279$8,958iApproximate average salary by contribution assumption: employee only about $223,940 at 4% or $149,293 at 6%; with 50% employer match about $149,293 at 4% or $99,529 at 6%; with 100% employer match about $111,970 at 4% or $74,647 at 6%.
2015117$2,042,159$189,214$11,130iApproximate average salary by contribution assumption: employee only about $278,256 at 4% or $185,504 at 6%; with 50% employer match about $185,504 at 4% or $123,669 at 6%; with 100% employer match about $139,128 at 4% or $92,752 at 6%.
Castle Rock Associates Inc. Pension Plan-17$2,042,159$189,214$11,130iApproximate average salary by contribution assumption: employee only about $278,256 at 4% or $185,504 at 6%; with 50% employer match about $185,504 at 4% or $123,669 at 6%; with 100% employer match about $139,128 at 4% or $92,752 at 6%.
2014120$2,000,663$154,264$7,713iApproximate average salary by contribution assumption: employee only about $192,830 at 4% or $128,553 at 6%; with 50% employer match about $128,553 at 4% or $85,702 at 6%; with 100% employer match about $96,415 at 4% or $64,277 at 6%.
Castle Rock Associates Inc. Pension Plan-20$2,000,663$154,264$7,713iApproximate average salary by contribution assumption: employee only about $192,830 at 4% or $128,553 at 6%; with 50% employer match about $128,553 at 4% or $85,702 at 6%; with 100% employer match about $96,415 at 4% or $64,277 at 6%.
2013120$1,760,576$137,461$6,873iApproximate average salary by contribution assumption: employee only about $171,826 at 4% or $114,551 at 6%; with 50% employer match about $114,551 at 4% or $76,367 at 6%; with 100% employer match about $85,913 at 4% or $57,275 at 6%.
Castle Rock Associates Inc. Pension Plan-20$1,760,576$137,461$6,873iApproximate average salary by contribution assumption: employee only about $171,826 at 4% or $114,551 at 6%; with 50% employer match about $114,551 at 4% or $76,367 at 6%; with 100% employer match about $85,913 at 4% or $57,275 at 6%.
2012119$1,496,542$144,132$7,586iApproximate average salary by contribution assumption: employee only about $189,647 at 4% or $126,432 at 6%; with 50% employer match about $126,432 at 4% or $84,288 at 6%; with 100% employer match about $94,824 at 4% or $63,216 at 6%.
Castle Rock Associates Inc. Pension Plan-19$1,496,542$144,132$7,586iApproximate average salary by contribution assumption: employee only about $189,647 at 4% or $126,432 at 6%; with 50% employer match about $126,432 at 4% or $84,288 at 6%; with 100% employer match about $94,824 at 4% or $63,216 at 6%.
2011120$1,238,537$163,053$8,153iApproximate average salary by contribution assumption: employee only about $203,816 at 4% or $135,878 at 6%; with 50% employer match about $135,878 at 4% or $90,585 at 6%; with 100% employer match about $101,908 at 4% or $67,939 at 6%.
Castle Rock Associates Inc. Pension Plan-20$1,238,537$163,053$8,153iApproximate average salary by contribution assumption: employee only about $203,816 at 4% or $135,878 at 6%; with 50% employer match about $135,878 at 4% or $90,585 at 6%; with 100% employer match about $101,908 at 4% or $67,939 at 6%.